Manager - Financial Planning & Analysis - CA, USA

Manager – Financial Planning & Analysis – USA

Are you looking for an opportunity to take your Financial Planning and Analysis expertise to the next level and make a real impact on strategic decision-making?

Overview:

Connor Consulting Partners, LLC provides highly specialized accounting and advisory solutions to ensure contract, license, and royalty compliance. The company has experienced enormous growth since its inception in 2009. The practice serves as a trusted advisor to a broad range of clientele in various industries across the globe, including clients from Fortune 500 companies.

Connor’s continued pursuit for excellence in the delivery of professional contract compliance services has gained trust and recognition of the world’s largest software vendors. The company’s experienced teams ensure our clients are served by the best tenured industry experts.

With the continuous business growth and expansion of Connor and its clients, we are seeking a dynamic and analytical Financial Planning and Analysis (FP&A) Manager to build out our internal models and processes and take us to the next level. This role will be responsible for driving financial insights, supporting strategic decision-making, and ensuring the company has timely information to achieve our financial objectives. The ideal candidate has strong financial acumen, exceptional problem-solving skills, and the ability to work collaboratively across teams.

Key Responsibilities:

• Development and production of financial models, forecasts, and budgets to support strategic initiatives and operational planning.
• Analyze financial performance, identifying trends, risks, and opportunities to enhance decision-making around the company.
• Prepare and deliver timely, accurate, and detailed financial reports and presentations for senior management and stakeholders.
• Cross functional partnership with all departments and teams to provide actionable insights and recommendations for financial performance
• Monitor key performance indicators (KPIs) and report on successes and areas of focus to stay aligned with company goals.
• Evaluate operational performance to company metrics, highlighting variances to plan and providing recommendations to improve profitability.
• Support M&A analysis, scenario planning, and investment evaluations as needed.
• Develop and implement process improvements and optimization of internal systems to streamline reporting and forecasting.
• Ensure data accuracy and integrity in financial systems and tools.
• Implement processes and systems to enhance the accuracy, timeliness, and efficiency of budget tracking and reporting.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA and/or CPA preferred.
• 5+ years of experience in financial planning & analysis or a similar analytical role.
• Advanced proficiency in financial modeling and data analysis using tools like Excel, Power BI, or similar tools.
• Strong understanding of and responsibility for projecting financial statements, and for creating budgeting and forecasting processes.
• Excellent communication skills, with the ability to present complex information clearly to non-financial stakeholders.
• Demonstrated ability to work under pressure and manage multiple priorities in a fast-paced environment.
• Experience with ERP systems and financial software (e.g., NetSuite, SAP, or Oracle) is a plus.
• Proficiency with Microsoft Office Suite
• Thorough understanding of FP&A tools such as Anaplan, DataRails, Planful or Prophix.

Key Competencies:

• Analytical mindset with a keen attention to detail.
• Strategic thinking and problem-solving abilities.
• Strong leadership skills with a collaborative and team-oriented approach.
• Ability to adapt to evolving business needs and drive continuous improvement.
• Demonstrated ability to work independently, manage multiple tasks, and meet deadlines in a fast-paced environment.
• Self-motivated with a high sense of urgency and the ability to prioritize effectively.

Other Attributes We Look For:

• Willingness and ability to work longer hours and outside of traditional office hours as needed to keep timelines on track and communicate with colleagues in multiple time zones
• Flexible and not frustrated by changing priorities, context switching, and tight deadlines
• Demonstrates a regular approach to work that is highly consistent with our company values and company culture
• Ability to work successfully in a low-distraction remote/work-from-home environment. Position is hybrid, with 2-3 days per week in office.

Why Connor?

We approach every relationship with purpose, attention, and a little fun! You can expect a flexible working environment and competitive compensation. You’ll be working with a highly driven, collaborative global team that values trust, accountability, and continuous learning. We nurture our people in a culture that promotes diversity and individuality that sparks innovation and creativity. 

Connor Consulting is an equal opportunity employer and values diversity, equality, and inclusion. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If you are a professional who is looking for an opportunity where you can put your honed skills and abilities to work for a mission that you are passionate about, then this is the right career opportunity for you.

Join us and be part of our Global Team. Apply now!